Investment Strategy
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
 
About the Editor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

 
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About Russel Russ' Photo
Russel Kinnel,
Director of Manager Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
Free Stock Trades Aren't Free

Some firms have cut their stock trade commissions to zero. That's exciting, but as Jason Zweig points out, free trades are not free. Many brokerages sweep investor cash into accounts paying below-market yields and pocket the difference. Thus, they are cleaning up in a big way even though you aren't paying a commission.

The Capital Markets (We)Work
John Rekenthaler says the brief ascendance of WeWork shows that capital markets work.

A Great Year for Real Estate Funds
Real estate funds are having their moment in the sun. Cohen & Steers Realty Shares CSRSX is up 32% for the year to date.

Signs of a Recession?
Many economists are coming to expect a recession in the next year. One factor is the trade war, but there are others. Here's Pimco's takeHere's a Bloomberg explainer on what to watch for.

Farm Bailout Costs Double Those of Auto Bailout
I was shocked to see that the costs of the farm bailout are up to $28 billion.

 

 

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